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EnRich Financial Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EnRich Financial Partners LLC
报告期 2026-03-31 · CIK 0001955091
持仓数
64
前50大市值合计
$373.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 113
增持 19
减持 15
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.8M
953,781
+4%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
46,606
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.6M
1,065,586
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.1M
632,453
+9%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.0M
506,304
+4%
增持
VO
VANGUARD INDEX FDS
+$1.9M
38,486
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$1.8M
178,400
+25%
增持
PYLD
PIMCO ETF TR
+$1.1M
666,344
+7%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$864.5K
304,516
-12%
清仓
—
PROSHARES TR
-$783.0K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$771.4K
308,207
+0%
增持
VUG
VANGUARD INDEX FDS
+$739.7K
12,998
+8%
减持
DFAS
DIMENSIONAL ETF TRUST
+$582.7K
263,610
-1%
清仓
RWM
PROSHARES TR
-$552.0K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$470.8K
93,106
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$446.6K
142,699
-1%
建仓
VTES
VANGUARD WELLINGTON FD
+$405.2K
4,024
增持
FBND
FIDELITY MERRIMACK STR TR
+$309.5K
336,014
+4%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$258.8K
11,571
建仓
AMZN
AMAZON COM INC
+$208.9K
1,158
减持
MOAT
VANECK ETF TRUST
+$200.5K
104,184
-4%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$190.6K
133,253
+2%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$181.6K
3,507
建仓
HD
HOME DEPOT INC
+$177.8K
463
建仓
GOOGL
ALPHABET INC
+$172.1K
1,140
建仓
AVDE
AMERICAN CENTY ETF TR
+$159.0K
2,495
建仓
USB
US BANCORP DEL
+$148.6K
3,325
建仓
ALL
ALLSTATE CORP
+$148.1K
856
建仓
ISRG
INTUITIVE SURGICAL INC
+$134.1K
336
建仓
COST
COSTCO WHSL CORP NEW
+$133.3K
182
建仓
TGT
TARGET CORP
+$132.9K
750
建仓
INTC
INTEL CORP
+$131.8K
2,983
建仓
MGEE
MGE ENERGY INC
+$126.3K
1,605
建仓
PEP
PEPSICO INC
+$122.5K
700
减持
VV
VANGUARD INDEX FDS
+$120.9K
6,944
-2%
建仓
VBR
VANGUARD INDEX FDS
+$119.2K
621
建仓
SAP
SAP SE
+$116.4K
597
减持
AVLV
AMERICAN CENTY ETF TR
+$112.8K
26,357
-4%
建仓
JPM
JPMORGAN CHASE & CO
+$112.6K
562
建仓
CRM
SALESFORCE INC
+$112.3K
373
建仓
DISV
DIMENSIONAL ETF TRUST
+$104.8K
3,854
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$100.2K
180
建仓
JNJ
JOHNSON & JOHNSON
+$99.5K
629
建仓
ACWX
ISHARES TR
+$99.4K
1,861
建仓
UNP
UNION PAC CORP
+$98.4K
400
减持
AVEM
AMERICAN CENTY ETF TR
+$94.0K
67,677
-0%
建仓
PFE
PFIZER INC
+$89.6K
3,230
减持
DFSU
DIMENSIONAL ETF TRUST
+$89.0K
38,993
-3%
建仓
FDX
FEDEX CORP
+$82.0K
283
建仓
SYY
SYSCO CORP
+$81.2K
1,000
建仓
PG
PROCTER AND GAMBLE CO
+$81.2K
500
建仓
EMXC
ISHARES INC
+$77.7K
1,349
建仓
CMCSA
COMCAST CORP NEW
+$75.3K
1,736
建仓
SCHA
SCHWAB STRATEGIC TR
+$75.0K
1,523
建仓
META
META PLATFORMS INC
+$74.3K
153
建仓
SCHM
SCHWAB STRATEGIC TR
+$73.2K
899
建仓
MCD
MCDONALDS CORP
+$72.2K
256
清仓
—
PROSHARES TR
-$70.5K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$69.9K
398
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$65.6K
27,025
-2%
建仓
QQQ
INVESCO QQQ TR
+$64.4K
145
建仓
FISV
FISERV INC
+$64.2K
402
建仓
HPQ
HP INC
+$63.5K
2,102
建仓
EXAS
EXACT SCIENCES CORP
+$62.7K
908
建仓
NEE
NEXTERA ENERGY INC
+$62.6K
980
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$61.8K
600
建仓
BAC
BANK AMERICA CORP
+$59.7K
1,575
建仓
LNT
ALLIANT ENERGY CORP
+$59.7K
1,185
建仓
PSX
PHILLIPS 66
+$58.8K
360
建仓
LUV
SOUTHWEST AIRLS CO
+$58.4K
2,000
建仓
KMB
KIMBERLY-CLARK CORP
+$58.2K
450
建仓
SCHF
SCHWAB STRATEGIC TR
+$56.5K
1,449
增持
IJH
ISHARES TR
+$51.7K
11,615
+392%
增持
DFAC
DIMENSIONAL ETF TRUST
+$50.8K
15,152
+2%
减持
DUHP
DIMENSIONAL ETF TRUST
+$50.3K
19,980
-2%
建仓
CSCO
CISCO SYS INC
+$49.9K
1,000
建仓
SCHE
SCHWAB STRATEGIC TR
+$48.6K
1,925
建仓
DFIS
DIMENSIONAL ETF TRUST
+$48.1K
1,921
建仓
GOOG
ALPHABET INC
+$45.7K
300
建仓
EMR
EMERSON ELEC CO
+$45.4K
400
建仓
DFAX
DIMENSIONAL ETF TRUST
+$44.8K
1,762
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$42.3K
343
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$40.2K
800
建仓
SPGI
S&P GLOBAL INC
+$39.1K
92
建仓
SCHV
SCHWAB STRATEGIC TR
+$37.2K
489
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$36.8K
1,698
建仓
BA
BOEING CO
+$35.5K
184
建仓
ITW
ILLINOIS TOOL WKS INC
+$33.3K
124
建仓
LLY
ELI LILLY & CO
+$32.8K
42
建仓
KHC
KRAFT HEINZ CO
+$32.5K
882
建仓
T
AT&T INC
+$30.8K
1,748
建仓
BITO
PROSHARES TR
+$30.7K
950
建仓
DIS
DISNEY WALT CO
+$30.7K
251
建仓
TSLA
TESLA INC
+$29.9K
170
建仓
ABT
ABBOTT LABS
+$28.4K
250
增持
VTV
VANGUARD INDEX FDS
+$28.4K
2,058
+0%
建仓
—
SOURCE CAP INC
+$26.8K
630
减持
DFEV
DIMENSIONAL ETF TRUST
+$26.5K
53,804
-1%
减持
VTI
VANGUARD INDEX FDS
+$26.1K
1,279
-1%
建仓
IWM
ISHARES TR
+$24.9K
119
增持
DFSI
DIMENSIONAL ETF TRUST
+$23.9K
9,161
+3%
建仓
KMX
CARMAX INC
+$22.9K
263
建仓
SPG
SIMON PPTY GROUP INC NEW
+$22.7K
145
减持
IVV
ISHARES TR
+$22.1K
509
-1%
建仓
EFA
ISHARES TR
+$21.8K
273
建仓
WFC
WELLS FARGO CO NEW
+$21.7K
375
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$21.6K
245
建仓
PM
PHILIP MORRIS INTL INC
+$21.3K
233
建仓
PNC
PNC FINL SVCS GROUP INC
+$21.3K
132
建仓
EFX
EQUIFAX INC
+$21.1K
79
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.8K
153
建仓
BAX
BAXTER INTL INC
+$20.0K
469
建仓
—
FOOT LOCKER INC
+$19.9K
700
建仓
SM
SM ENERGY CO
+$19.9K
400
建仓
HSY
HERSHEY CO
+$19.6K
101
建仓
HYG
ISHARES TR
+$19.2K
247
增持
AVUV
AMERICAN CENTY ETF TR
+$19.2K
3,689
+1%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$18.9K
311
建仓
FIS
FIDELITY NATL INFORMATION SV
+$18.6K
251
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$18.6K
216
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$18.5K
100
建仓
—
DUPONT DE NEMOURS INC
+$18.0K
235
减持
SPY
SPDR S&P 500 ETF TR
+$18.0K
506
-3%
建仓
BP
BP PLC
+$17.9K
475
建仓
GSK
GSK PLC
+$17.7K
414
建仓
CVS
CVS HEALTH CORP
+$16.5K
207
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$16.3K
260
建仓
GM
GENERAL MTRS CO
+$16.3K
360
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$16.3K
179
增持
VB
VANGUARD INDEX FDS
+$15.7K
1,000
+0%
建仓
—
KELLANOVA
+$15.5K
270
建仓
CVX
CHEVRON CORP NEW
+$15.0K
95
建仓
ATO
ATMOS ENERGY CORP
+$14.9K
125
建仓
MDLZ
MONDELEZ INTL INC
+$14.8K
212
建仓
BIIB
BIOGEN INC
+$14.2K
66
建仓
NKE
NIKE INC
+$13.1K
139
建仓
IWD
ISHARES TR
+$12.9K
72
建仓
SCHW
SCHWAB CHARLES CORP
+$12.7K
175
建仓
SJM
SMUCKER J M CO
+$12.6K
100
建仓
OXY
OCCIDENTAL PETE CORP
+$12.5K
192
建仓
XLE
SELECT SECTOR SPDR TR
+$12.1K
128
增持
VXUS
VANGUARD STAR FDS
+$11.9K
4,475
+1%
建仓
QCOM
QUALCOMM INC
+$11.9K
70
建仓
WBD
WARNER BROS DISCOVERY INC
+$11.8K
1,357
建仓
IWF
ISHARES TR
+$11.5K
34
建仓
MO
ALTRIA GROUP INC
+$11.4K
262
建仓
SCHX
SCHWAB STRATEGIC TR
+$10.9K
175
建仓
EMB
ISHARES TR
+$10.7K
119
建仓
MMM
3M CO
+$10.6K
100
建仓
EMLC
VANECK ETF TRUST
+$10.6K
433
